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What Stocks Are Billionaires Buying Right Now? | The Motley Fool

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  Published in Stocks and Investing on Friday, August 29th 2025 at 19:23 GMT by The Motley Fool
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Billionaires’ Playbook for 2025: Which Stocks Are the Ultra‑Wealthy Loading Up On?
Published by The Motley Fool – August 29 , 2025

The world of ultra‑wealth has never been more transparent. Thanks to the new “Billionaire Portfolio” dashboard and a handful of insider‑style reports, the stock‑picking habits of billionaires are now accessible to anyone with an internet connection. In a recent article, The Motley Fool combed through the latest billionaire holdings and distilled the trend into a list of high‑profile names and sectors that even seasoned investors should keep an eye on. Below is a concise rundown of the key take‑aways, enriched with a few additional insights from the sources linked in the original piece.

How the Analysis Was Built

The Fool’s writers fed the latest quarterly data from the Billionaire Portfolio tracker (updated as of July 2025) into a custom spreadsheet that aggregates every reported purchase. The tool flags “new” positions as those that appear for the first time in a given quarter or have been added in a block of more than 1 % of a billionaire’s total equity holdings. Because the dataset is largely self‑reported, the authors cross‑checked the numbers against other filings (SEC 13D/13G for institutional investors) and recent press releases.

In addition to the raw numbers, the article leans on a few external sources:

1. Billionaire Money – An independent website that compiles public data on billionaire portfolios.
2. Reuters – For commentary on the macro‑environment that is driving many of the big moves (especially AI and consumer tech).
3. The Wall Street Journal’s “Big Money” series – To confirm that some of the big names are indeed buying, rather than selling or holding long‑term.

These links provided context for why certain names popped up on the list and helped explain the narrative that “AI is still the big driver of growth.”

The Big Names and Their New Additions

While the above table contains the headline moves, the article also highlighted a number of other noteworthy additions, especially among the newer tech giants and renewable‑energy leaders. A few of the most interesting picks include:

• Coinbase (COIN) – A small but high‑growth crypto exchange that several billionaires are now holding for its “early‑mover” advantage in a still‑evolving market.
• Beyond Meat (BYND) – A plant‑based protein company that saw a new injection from a billionaire who has a history of betting on consumer‑driven disruptions.
• Exxon Mobil (XOM) – A surprisingly conservative move by a billionaire known for his more progressive stance on climate, reflecting a belief that the company’s transition strategy is solid.

AI and Consumer Tech Still Lead the Charge

A recurring theme in the original article is the dominance of artificial‑intelligence (AI) and cloud‑computing stocks. NVIDIA tops the list, thanks largely to the explosion of demand for GPUs in generative‑AI, gaming, and data‑center applications. Microsoft and Amazon also feature prominently because their cloud platforms (Azure and AWS, respectively) have become critical infrastructures for AI workloads.

Reuters’ analysis cited in the article points out that AI‑related capital expenditures are projected to hit a record high in 2025, which explains why even “traditional” billionaires are jumping into these companies. The article’s writers caution that this trend could drive valuations higher, but also argue that the underlying fundamentals—especially earnings growth—still justify the upside.

Diversification Into Renewable Energy and Health

While tech dominates, a handful of billionaires are expanding their portfolios into renewables and healthcare. Tesla (EVs) and NextEra Energy (renewable power) saw fresh purchases from a billionaire who had previously been skeptical of the electric‑vehicle market. In healthcare, Johnson & Johnson and Pfizer had new stakes that signal confidence in the pharmaceutical industry’s resilience during a post‑COVID era of heightened regulatory scrutiny.

The article notes that these moves align with a broader “green” narrative that is becoming more mainstream. Several billionaires have made public statements about wanting to “leave a legacy” that combats climate change, and their investment choices reflect that sentiment.

Bottom Line for the Average Investor

1. AI is Still the Hot Commodity – NVIDIA, Microsoft, Amazon, and Alphabet are the top picks. If you’re bullish on AI, these names should be in your radar.

2. Diversification Is Key – Even the ultra‑wealth are spreading risk across tech, consumer goods, healthcare, and renewable energy. A balanced portfolio that includes a mix of these sectors could capture upside while managing volatility.

3. Watch the Big Money Flow – Billionaire purchases are usually based on a combination of rigorous research, a long‑term horizon, and a tolerance for risk that most retail investors can’t match. Still, their moves can serve as a useful barometer for the market’s direction.

4. Avoid the Herd Mentality – Just because a billionaire is buying a stock doesn’t mean you should buy it immediately. Consider your own risk tolerance, investment horizon, and the fundamentals of each company before copying the big players.

5. Keep an Eye on Emerging Sectors – New additions like Coinbase and Beyond Meat show that even wealthy investors are willing to bet on high‑growth, high‑volatility niches. These could be opportunities for those who can stomach short‑term swings.

Final Thoughts

The Motley Fool’s deep dive into billionaire portfolios gives investors a rare look at what the world’s richest are doing. While the names and numbers may shift quarter by quarter, the underlying story remains the same: AI and cloud computing are the engines of 2025, but there is also room for renewable energy, healthcare, and even crypto. For most investors, the takeaway is to use these insights as a starting point, not a prescription—always pair the big‑money playbook with your own due diligence and a clear strategy.